Connect Netsuite to SaaSGrid

Description

NetSuite is cloud computing company dedicated to delivering business applications over the internet. SaaSGrid offers Netsuite as a Data Source integration.

Credentials Setup

To connect your Netsuite account, you will need:

1. Your Account ID
2. A Consumer Key/Secret pair
3. A Token ID/Secret pair

Step 1

• Login to Netsuite, and go to Setup -> Company -> Company Information.
• On the Company Information page, you will see the ACCOUNT ID label on the right side. Save the number, ignoring any trailing values (e.g. _SB1).

Step 2

• Head to Setup -> Integrations -> Manage Integrations
• Create a new role with the following parameters:
  1. Choose a name for your integration
  2. Check the Token-Based Authentication and TBA: ISSUETOKEN ENDPOINT options
  3. Uncheck the TBA: AUTHORIZATION FLOW and AUTHORIZATION CODE GRANT options
• Once you press save, scroll down to find your Consumer Key/Secret Pair. Your Consumer Key/Secret Pair is only displayed once! Make sure to save it from this screen, or else you will have to generate a new key pair.

Step 3

• In your Netsuite instance, navigate to Setup > Users/Roles > Manage Roles
• Create a New role with the following permissions:

Full Access

• Setup 
  • User Access Token
  • SOAP Web Services
  • Log in using Access Tokens
  • Integration Application
  • REST Web Services
  • Access Token Management

• Transactions:
  • Bills
  • Charge
  • Check
  • Credit Memo
  • Currency Revaluation
  • Customer Payment
  • Customer Refund
  • Invoice
  • Make Journal Entry
  • Find Transaction
  • Item Receipt
  • Posting Period on Transactions
  • Revenue Arrangement
  • Sales Order
  • Vendor Payment Status

• Reports:
  • Expenses
  • General Ledger
  • Financial Statements
  • Income
  • Purchases
  • SuiteAnalytics Workbook
  • Transaction Detail
  • Sales Order Reports
  • Revenue Recognition Reports

• Lists:
  • Accounts
  • Classes
  • Companies
  • Contacts
  • Currency
  • Customers
  • Departments
  • Employees
  • Items
  • Locations
  • Perform Search
  • Price Books
  • Price Plans
  • Related Items
  • Revenue Elements
  • Subscription
  • Subscription Plan
  • Subsidiaries
  • Vendors

• Once configured, press Save.

Step 4

• This can be a new or existing user. To create a new user, head to Lists -> Employees -> Employees -> New. To use an existing user, head to Lists -> Employees -> Employees -> Search and open the user. Once you have opened the relevant user, select Edit.
• Scroll down to the Access -> Roles tab, and add our newly created Integration Role to the list

• Click Save.

Step 5

The final step is to generate the Access Token Key/Secret Pair for the User.

Head to Setup -> Users/Roles -> Access Tokens -> New

On the Access Token page, select the Integration Record (Application Name), User, and Role we just set up.

Once configured, press Save. You will see your Token Id/Secret Pair at the bottom of the page.

That's it! Take those values and paste them into SaaSGrid.

NetSuite Subscriptions in SaaSGrid

For organizations managing subscriptions in Netsuite, SaaSGrid offers an integration with SuiteBilling. Configure subscriptions in SaaSGrid with the steps below:

1. Connect your Netsuite account to SaaSGrid with the steps above.
2. SaaSGrid will read all the available products in Netsuite and prompt you to classify each of the Netsuite products. 
   Select if each product should be marked as recurring, non-recurring, or ignored.
   
3. After classifying products, SaaSGrid can pull in segments from Netsuite based on available attributes for each subscription.
4. Once finished with pulling in attributes for segments, click on Create Data Source to generate a customer data source with NetSuite subscriptions.